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For Companies At a Glance
- Tasks: Manage client accounts and drive efficiency in a dynamic financial services environment.
- Company: Rapidly-growing financial services firm in the heart of London.
- Benefits: Competitive salary, private healthcare, gym access, and generous leave policies.
- Why this job: Join a pivotal moment in a transformative company and make a real impact.
- Qualifications: Experience in client services within financial services, strong organisational skills required.
- Other info: Enjoy team celebrations, sponsored training, and a culture of continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
Join a rapidly-growing company at a pivotal moment. Help run a central hub managing client accounts, deal flow and efficiency.
About Our Client
The client is a financial services firm in the City of London. It provides cross-border FX solutions, global bank accounts and services to corporations and investment funds across Europe. The firm is undergoing an acquisition, signalling a strategic transformation that could bring expanded global reach and growth potential.
Job Description
The duties of the Senior Client Services Officer include:
- Working with Client Service Managers, Relationship Partners and the Accounts team to implement account strategies, configure accounts, execute deals/transactions and maintain ongoing account operations.
- Promoting a culture of continuous improvement, identifying process gaps and proactively driving innovations and efficiencies.
- Leading initiatives aligned with departmental and business KPIs, proposing and implementing process improvements.
- Managing team diaries, workload allocation, delegation, and ensuring tasks and training are completed.
- Preparing monthly and quarterly performance reports for leadership, aligning service delivery with commercial strategy.
- Using CRM tools and internal data to generate dynamic reporting, uncover trends and identify opportunities for clients or partners.
- Coordinating cross-practice training workshops and supporting team development plans.
The Successful Applicant
The ideal candidate would have substantive experience at senior level within a client/account services team in the financial services sector - ideally in FX, brokerage or corporate services. They should be comfortable influencing senior stakeholders and working under pressure, with strong organisational skills and the capacity to juggle multiple tasks to tight deadlines. Proactive, diligent, commercially minded, with excellent interpersonal skills, strong attention to detail, and a willingness to step outside comfort zones and lead process-driven change.
What's on Offer
The Senior Client Services Officer role comes with a competitive salary, private healthcare (for employee and family) from day one, a cycle-to-work scheme, quarterly team celebrations, sponsored training and development, 25 days paid annual leave plus public holidays each year, enhanced maternity/paternity policies, and access to a gym and Friday-drinks bar onsite.
Senior Client Services Officer - Private Markets in London employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Officer - Private Markets in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know the ins and outs of client services. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company’s recent developments, especially around their acquisition. Show them you’re not just another candidate; you’re genuinely interested in how you can contribute to their growth and efficiency.
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience with CRM tools and how you've driven process improvements in past roles. Highlighting your proactive approach will make you stand out as a candidate who can lead change.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Senior Client Services Officer - Private Markets in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Client Services Officer. Highlight your experience in client/account services, especially in financial services, and showcase any relevant achievements that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific skills like your ability to manage multiple tasks under pressure and your proactive approach to driving process improvements.
Showcase Your Interpersonal Skills: In this role, you'll be influencing senior stakeholders and working closely with various teams. Make sure to highlight your strong interpersonal skills in your application, as they are crucial for success in this position.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Page Personnel
✨Know Your Client Services Inside Out
Make sure you brush up on your knowledge of client services, especially in the financial sector. Understand the specific challenges and trends in FX and brokerage services. This will help you speak confidently about how you can contribute to the firm's goals.
✨Showcase Your Process Improvement Skills
Be ready to discuss examples of how you've identified process gaps and implemented improvements in previous roles. Prepare specific instances where your initiatives led to increased efficiency or better client outcomes, as this aligns perfectly with the company's focus on continuous improvement.
✨Demonstrate Your Stakeholder Management Experience
Since influencing senior stakeholders is key for this role, think of times when you've successfully navigated complex relationships. Share stories that highlight your interpersonal skills and ability to manage expectations while delivering results under pressure.
✨Prepare for Dynamic Reporting Discussions
Familiarise yourself with CRM tools and data analysis techniques. Be prepared to discuss how you've used data to uncover trends and identify opportunities in past roles. This will show that you're not just a doer but also a strategic thinker who can align service delivery with commercial strategy.
